Thinkon Semi(SH:688233) Xin Lang Cai Jing·2025-12-23 03:34Core Viewpoint - Shen Gong Co., Ltd. has shown significant stock price growth and strong financial performance in the semiconductor materials sector, indicating potential investment opportunities. Group 1: Stock Performance - As of December 23, Shen Gong's stock price increased by 2.12% to 67.59 CNY per share, with a trading volume of 338 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 11.511 billion CNY [1] - Year-to-date, Shen Gong's stock price has risen by 189.16%, with a 9.78% increase over the last five trading days, a 5.40% decrease over the last 20 days, and a 94.50% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on November 11, where it recorded a net purchase of 13.1969 million CNY [1] Group 2: Company Overview - Shen Gong Co., Ltd., established on July 24, 2013, and listed on February 21, 2020, specializes in the research, production, and sales of semiconductor-grade single crystal silicon materials [2] - The company's main business revenue composition includes silicon components (53.86%) and large diameter silicon materials (44.37%), with 16-inch and above accounting for 24.07% and below 16-inch for 20.30% [2] - Shen Gong is classified under the electronic-semiconductor-semiconductor materials industry and is involved in concepts such as single crystal silicon, mid-cap, storage concepts, margin financing, and buybacks [2] Group 3: Financial Performance - For the period from January to September 2025, Shen Gong achieved a revenue of 316 million CNY, representing a year-on-year growth of 47.59%, and a net profit attributable to shareholders of 71.1696 million CNY, reflecting a year-on-year increase of 158.93% [2] - Since its A-share listing, Shen Gong has distributed a total of 134 million CNY in dividends, with 28.7016 million CNY distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased by 42.44% to 19,400, with an average of 8,785 circulating shares per person, a decrease of 29.79% [2]